Plan Ledger DOL Form 5500 · updated monthly

Bakerripley403(b)

BAKERRIPLEY 403(B) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.49%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Bakerripley reported $202,837 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,509 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.53% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,164th-largest of 5,688 plans among Texas employers on file, and the 2,075th of 11,911 in health care & social assistance. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,887,949
Participants with balances1,532
Active participants1,334
Employer contributions$2,012,860
Employee contributions$3,203,323
Employer contribution per active participant$1,509
Average account balance$28,647
Benefits paid to participants$5,052,963
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.9M · 1,532 accts · $2.0M emplr
2023$38.4M · 1,553 accts · $1.9M emplr
2022$31.0M · 1,582 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$144,933
Investment management$43,904
Audit (IQPA)$14,000
Total administrative$202,837
Employer contributions to the Bakerripley plan · 2024
Employer contribution per active participant$1,509
Median for plans this size$2,416
2024$1,509 per active participant
2023$1,385 per active participant
2022$1,240 per active participant

Bakerripley's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$144,933
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$43,904
DOEREN MAYHEW ASSURANCE · Accounting / audit$14,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$202,837 · 0.49%
2023$179,587 · 0.52%
2022$178,304 · 0.53%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Valor Healthcare, Inc. TX$45.5M · 0.26%
El Centro Del Barrio TX$43.5M · 0.34%
Careflite TX$42.9M · 0.11%
One Voice Central Texas TX$42.3M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237062976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.